Householder Group Estate & Retirement Specialist’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-88
| Closed | -$2K | – | 766 |
|
|
2024
Q3 | $2K | Hold |
88
| – | – | ﹤0.01% | 1033 |
|
|
2024
Q2 | $2K | Hold |
88
| – | – | ﹤0.01% | 1062 |
|
|
2024
Q1 | $2.51K | Hold |
88
| – | – | ﹤0.01% | 1020 |
|
|
2023
Q4 | $2K | Hold |
88
| – | – | ﹤0.01% | 987 |
|
|
2023
Q3 | $2.13K | Buy |
+88
| New | +$2.13K | ﹤0.01% | 1064 |
|
|
2023
Q1 | $7K | Buy |
+290
| New | +$7K | ﹤0.01% | 881 |
|
|
2022
Q4 | – | Sell |
-88
| Closed | -$1K | – | 576 |
|
|
2022
Q3 | $1K | Buy |
+88
| New | +$1K | ﹤0.01% | 1016 |
|